Miller Capital offers investment management services where they make investment decisions for you, and investment advice services where they provide recommendations that you implement yourself. They also offer wealth management services, which include comprehensive or targeted financial advice. Miller Capital tailors its services to each client's needs and preferences, and they act as a fiduciary when providing advice on retirement accounts.
Fee Structure
Miller Capital offers investment management services where they make investment decisions for you. The annual fee is a percentage of your portfolio, and it varies depending on the type of investments (All Equity or Balanced vs. Fixed Income) and the amount you invest.
For All Equity or Balanced portfolios:
- First $2.5 million: 0.90% per year
- Next $2.5 million: 0.80% per year
- Next $2.5 million: 0.70% per year
- Next $2.5 million: 0.60% per year
- Above $10 million: 0.50% per year
For Fixed Income portfolios:
- First $2.5 million: 0.50% per year
- Next $2.5 million: 0.45% per year
- Next $2.5 million: 0.40% per year
- Next $2.5 million: 0.35% per year
- Above $10 million: 0.30% per year
Miller Capital also offers investment advice services where they provide recommendations that you implement yourself. The annual fee is a percentage of your portfolio, and it varies depending on the type of service (Complete vs. Limited) and the amount you invest.
For Complete Portfolio Analysis & Consulting:
- First $2.5 million: 0.80% per year
- Next $2.5 million: 0.70% per year
- Next $2.5 million: 0.60% per year
- Next $2.5 million: 0.50% per year
- Above $10 million: 0.40% per year
For Limited Portfolio Analysis & Consulting:
- First $2.5 million: 0.60% per year
- Next $2.5 million: 0.55% per year
- Next $2.5 million: 0.50% per year
- Next $2.5 million: 0.45% per year
- Above $10 million: 0.35% per year
Miller Capital also offers Asset Allocation Management services where they make investment decisions for you. The annual fee is a percentage of your portfolio, and it varies depending on the amount you invest.
For Asset Allocation Management:
- First $2.5 million: 0.80% per year
- Next $2.5 million: 0.70% per year
- Next $2.5 million: 0.60% per year
- Next $2.5 million: 0.50% per year
- Above $10 million: 0.40% per year